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Mechanics model and its equation of wire rope based on elastic thin
rod theory
Weiguo Wu∗, Xin Cao
Humanoid and Gorilla Robot & Its Intelligent Motion Control Lab, School of Mechatronics Engineering, Harbin Institute of Technology, Harbin 150001, China
a r t i c l e i n f o a b s t r a c t
Article history: In view of the lack of general mechanics model and theoretical formula for force-deformation calculation
Received 13 September 2016 of wire rope, a novel modeling method for wire rope mechanics model is presented. The mathematical
Revised 19 October 2016
model of wire rope’s secondary helix is established using the Frenet frame and differential geometry.
Available online 22 October 2016
On the basis of that geometrical parameters of secondary helical line is derived from the necessary as-
Keywords: sumptions and geometrical relationship, using elastic thin rod theory of Love to establish an equivalent
Wire rope mechanics model of wire rope, and the equivalent elastic modulus and equivalent shear modulus calcu-
Helical line lation formulas are deduced. The deformation and elongation of wire rope under known tension can be
Equivalent mechanics model calculated by the formulas. The force-deformation calculation of actual wire rope is carried out, and the
Equivalent elastic modulus results show that the maximum deviation of elongation is less than 8% compared with the finite element
simulation and experimental measurement. Therefore, the correctness and generality of the model are
verified, and it has theoretical and practical significance for the application and analysis of wire rope.
© 2016 Elsevier Ltd. All rights reserved.
1. Introduction The first type includes: In 2003, Zhang et al. researched on the
wire rope friction caused by fatigue and fracture, through a series
Wire rope is a kind of metal product with space helix layered of wire rope fretting friction experiments (Zhang et al., 2003); In
structure. The main production process of wire rope includes: wire 2012, Tan and Zuo proposed a method of estimating the breaking
drawing, twisting into strand and twisting into rope. As shown in force of wire rope, through the analysis of a large number of wire
Fig. 1, a strand is twisted by several wires, and a rope is twisted by rope breaking experimental data (Tan and Hang, 2012). The second
several strands. Therefore, side wire in side strand is a special he- type includes: In 2004, Elata et al. of Israel Institute researched on
lical line around a helical line. In this paper, the special helical line mechanical characteristic of the independent wire rope (Elata et al.,
is defined as secondary helical line. Because of the high strength, 2004). A mathematical model of independent wire rope was estab-
good softness and high stability, wire rope is widely applied in lished, the numerical calculation was carried out by using Maple.
various fields including machinery, construction, mining marine, The experimental results showed that the error of the wire rope
aerospace and so on. In the literatures, the geometry structure of stiffness between numerical calculation and measurement is less
wire rope is studied by analytic method, and applying numerical than 20%; The French scholar Berlioz carried out the dynamic mod-
method and simulation software to research the relationship be- eling of the state of cable-stayed wire rope with the boundary con-
tween load and deformation, contact stress and deformation, abra- dition in 2005 (Berlioz and Lamarque, 2005), using a multi scale
sion, fatigue and fracture (Wang et al., 2013). Firstly, summariz- method to predict nonlinear characteristics of wire rope; Zhang
ing the research situation of wire rope modeling below. At present, and Agrawal (2006) based on the premise that the axial velocity is
there are mainly three types of wire rope model. The first type is unknown, derived a dynamic model of flexible variable length wire
to establish the wire rope model through experimental study, the rope transmission system by the Hamilton principle. The model
second is to establish numerical calculation model by theoretical can obtain the longitudinal vibration response of wire rope and be
deduction, and the third is to establish the simulation model by used to design the Lyapunov controller; A nonlinear model of wire
using the finite element analysis softwares or other dynamic anal- rope under natural wind load was proposed by Nicola in Italy in
ysis softwares. 2011 (Impollonia et al., 2011), the natural wind load was defined
by the continuous method, simplifying the vertical inertial force
and effectively reducing the amount of calculation using orthog-
onal method to numerically solve; Argatov established an asymp-
∗
Corresponding author.
totic model for wire rope strand in 2011 (Argatov, 2011). Poisson
E-mail address: wuwg@hit.edu.cn (W. Wu).
http://dx.doi.org/10.1016/j.ijsolstr.2016.10.021
0020-7683/© 2016 Elsevier Ltd. All rights reserved.
22 W. Wu, X. Cao / International Journal of Solids and Structures 102–103 (2016) 21–29
Fig. 3. Frenet frame of helical line in the base coordinate system. According to definition of curvature, the curvature of helical
line is constant as follows:
Therefore, the study of helix has great significance on the research κ = cos2 β /R
and application of bionics. There are mainly two methods to de-
Eq. (5) can be expressed as a matrix form as follows:
duce the secondary helical line equation: one is deduced by the
coordinate transformation after establishment of Frenet frame, the n −cosϕ −sinϕ 0 ex
other is regarding the space helical line as the motion track of a b = sinβ sinϕ sinβ cosϕ cosβ ey (6)
certain point, and decomposing the motion into translation and t −cosβ sinϕ cosβ cosϕ sinβ ez
rotation, then realizing the parametric equation derived by trans- Next, establish geometric equation, according to the position re-
formational matrix. In order to obtain the geometric equations of lation between secondary helical line and helical line. The param-
higher order helical lines, this paper improves the first method. eters’ definition of secondary helical line are: θ is secondary he-
Strand is twisted by a plurality of steel wires, and wire rope is lix polar angle, and r is secondary helix radius, the unit of angle
twisted by a plurality of strands. It is generally considered that the is radians and the unit of length is m. Secondary helix radius is
center line of core strand side wire and side strand core wire is he- the distance from secondary helical line to helical line. Thus, there
lical line, and the center line of side strand side wire is secondary must be a point P belonging to secondary helical line in the nor-
helical line. Although there may be not strict compliance with heli- mal plane of helical line, as shown in Fig. 3. The position vector of
cal rule in the process of wire rope twisting, owing to the length of P in Frenet frame can be expressed as p:
wire rope is far greater than the diameter of steel wire, strand and
wire rope, it’s approximately considered steel wires and strands in p = −r cosθ n + r sinθ b (7)
actual wire rope comply with the above helical relationship. Tak- Simultaneously Eqs. (6) and (7), the expression of p in Oxyz
ing right cross twisting wire rope as an example, the process of is:
the derivation of geometric equation of secondary helical line is as
follows. p = r (sinϕ sinβ sinθ + cosϕ cosθ )ex
The parameters of helical line are defined: ϕ is polar angle of +r (sinϕ cosθ −cosϕ sinβ sinθ )ey + r cosβ sinθ ez (8)
helix, β is helix angle, and R is helix radius, the unit of angle is
Then, use q to represent the position vector of point P in Oxyz:
radians and the unit of length is m. As shown in Fig. 3, M is a
point on the helical line, and its position vector is m. ex , ey , ez
q =m+p (9)
is respectively the unit vector of each axis of the base coordinate
system Oxyz. So, there is Eq. (1) in Oxyz: Simultaneously, Eqs. (8) and (9), the position vector of point P
belonging to secondary helical line in Oxyz can be expressed as
m = Rcosϕ ex + Rsinϕ ey + Rϕ tanβ ez (1)
follows:
The arc length of helical line is expressed by s, then:
(R + rcosθ )cosϕ + rsinϕ sinβ sinθ
ds = Ldϕ (2) q = (R + r cosθ )sinϕ −r cosϕ sinβ sinθ (10)
Rϕ tanβ + r cosβ sinθ
where L is arc length of unit arc, and L can be expressed as follows:
Obviously, five parameters are not enough to determine the
only one of the secondary helical line. Secondary helix angle α
L= (2π Rtanβ ) + (2π R )2 /2π = R/cosβ
2
(3)
is necessary to be defined. An extremely small segment of heli-
In Fig. 4, Frenet frame is established at M point, where t is tan- cal line and secondary helical line are blocked near point M. In the
gential unit vector, n is normal unit vector, b is binormal unit vec- Frenet frame of point M, as shown in Fig. 5, because the segments
tor. Eq. (4) can be obtained according to the definition of Frenet are small enough, helical line can be approximately considered as
frame: a straight line along t axis, and secondary helical line can be ap-
proximately considered as general helical line. Moreover, secondary
t = ∂ m/∂ s = (∂ m/∂ϕ )(∂ϕ /∂ s )
helical line turns a very small arc dθ around helical line, the fol-
n = (1/κ )(∂ t/∂ s ) (4)
lowing geometric relations can be obtained:
b=t×n
Simultaneously Eqs. (2)–(4), Eq. (5) is obtained as follows: dl1 = rdθ tanα
(11)
dl2 = rdθ /cosα
t = cosβ (−sinϕ ex + cosϕ ey ) + sinβ ez
n = −(cosϕ ex + sinϕ ey ) (5) where dl1 and dl2 respectively express the length of blocked helical
b = sinβ (sinϕ ex −cosϕ ey ) + cosβ ez line and secondary helical line. The secondary helical line is the
24 W. Wu, X. Cao / International Journal of Solids and Structures 102–103 (2016) 21–29
Fig. 5. Spatial geometry relation between helical line and secondary helical line.
Fig. 6. Relative length relationship between helical line and secondary helical line.
only one when the relation between ϕ and θ is certain. Thus, it’s 2.2. Structure and geometric parameters of wire rope
defined that secondary helical line turns θ when helical line turns
ϕ . The length of helical line l1 and secondary helical line l2 can be The following derivation process is based on the assumption
obtained by integration. that is: (1) The friction among steel wires is ignored; (2) Wires
θ and strands are still helix after wire rope force-deformation; (3)
l1 = r tanα dθ = rθ tanα (12) The cross section perpendicular to the core wire’s center line of
0 steel wire is still round after wire rope force-deformation.
As shown in Fig. 7, d0 expresses the radius of side strand core
θ wire, d expresses the radius of side strand side wire. Thus, under
l2 = (r/cosα )dθ = rθ /cosα (13) unloading condition, the secondary helix radius r is as follows:
0
r = (d0 + d )/2 (16)
It is calculated that l1 , l2 and rθ satisfy Pythagorean theorem,
that is l1 2 +(rθ )2 = l2 2 . Hence, when one helical line is expanded as The section of the wire rope shown in Fig. 7 is relatively sim-
hypotenuse in the plane, secondary helical line becomes a helical ple. As shown in Fig. 8, there are many layers of side wire in
line around the helical line. Then the secondary can be expanded one strand. The diameters of the side wires in the same layer are
as hypotenuse too, as shown in Fig. 6. The length of helical line can usually the same, however, there may be different in some case.
ϕ
also be integrated by Eq. (2), l1 = 0 R/cosβ dϕ = Rϕ /cosβ , there- Though the layer is different, the center line of the different side
fore, the length relationship between secondary helical line and wire is still secondary helical line with different secondary helix
helical line is as follows: radius. The secondary helix radius ri can be obtained easily accord-
ing to the geometric relation shown in Fig. 7.
Rϕ /cosβ = rθ tanα (14) Considering the Poisson ratio of steel wire, the secondary helix
radius r under loading can be expressed as follows:
Thus, the complete equation of secondary helical line can be
expressed as follows: r = [(1−ν0 ε )d0 + (1−νξ )d]/2 (17)
⎧
⎪ (R + rcosθ )cosϕ + rsinϕ sinβ sinθ where ν 0 and ν are respectively the Poisson ratio of side strand
⎨ core wire and side strand side wire, ε and ξ are respectively the
q= (R + rcosθ )sinϕ −rcosϕ sinβ sinθ
(15)
⎪ Rϕ tanβ + r cosβ sinθ strain of side strand core wire along helical line and side strand
⎩
Rϕ /cosβ = rθ tanα side wire along secondary helical line.
W. Wu, X. Cao / International Journal of Solids and Structures 102–103 (2016) 21–29 25
where ψ expresses the twist angle on the unit length of side wire
along the direction of core wire.
γ is defined as follows:
γ = ψ rtanα (21)
Fig. 9. Geometric relations of the side wire center line of the wire rope side strand before and after deformation.
26 W. Wu, X. Cao / International Journal of Solids and Structures 102–103 (2016) 21–29
Fig. 10. Schematic diagram of force analysis of side wire of side strand of wire rope.
Thus, the change of the secondary helix angle of side strand SimultaneouslyEqs. (30) and (31), it can be obtained that:
side wire can be expressed as follows:
Fb = −EI (κ2 + κ2 ξ )τ2 + GJ (τ2 + τ2 ξ )κ2 (32)
tan(α −α ) = [ε + ρ + γ (1−ρ )]sinα cosα /
{1 + ε sin2 α + [γ (ρ −1 )−ρ ]cos2 α} (26)
X = −Fb τ2 + EAξ κ2 (33)
The curvature and torsion of secondary helical line in Frenet
frame before and after loading can respectively be obtained as fol-
3.2. Force analysis and equivalent mechanics model of wire rope
lows:
κ2 = cos2 α /r, τ2 = sinα cosα /r The resultant force on side strand is the combination of the
κ2 = cos2 α /r, τ2 = sinα cosα /r force on each wire of side strand, as shown in Fig. 11. The resultant
According to the above equations, the change of the curvature tension is added by tension on each wire, and the resultant torque
and torsion of secondary helical line in Frenet frame can be ob- is added by torque on each wire. Thus, the tension and torque on
tained. side strand after loading can be expressed as Eqs. (34) and (35):
κ2 = cos2 α{(1−ρ )(1−γ )2 / Ft = Ft0 + m(Ft sinα + Fb cosα ) (34)
r[(1−ρ ) (1−γ ) cos2 α + (1 + ε ) sin2 α ]−1/r}
2 2 2
(27)
Mb = Mb0 + m[ (Mt sinα + Mb cosα ) + r (Fb sinα −Ft cosα ) ] (35)
τ2 = sinα cosα{(1 + ε )(1−γ )/ where Ft 0 = E0 A0 ε , E0 A0 is tensile stiffness of core wire;
r[(1−ρ ) (1−γ ) cos2 α + (1 + ε ) sin2 α ]−1/r}
2 2 2
(28) Mb 0 = G0 J0 ψ , G0 J0 is torsional stiffness of core wire.
The purpose of this paper is to solve the deformation of wire
3. The establishment of equivalent mechanics model of wire rope under the action of known tension. If the internal complex
rope structure of wire rope is ignored, it can be regarded as a kind of
rope made of ‘homogeneous material’ . Therefore, the elongation of
3.1. Force analysis of steel wire inside strand wire rope under known tension can be calculated, with the ‘elas-
tic modulus’ of ‘homogeneous material’ . According to this idea of
As shown in Fig. 10, a small piece of side wire is blocked. Ac- equivalent, considering each side strand as a ‘steel wire’ . Thus, the
cording to the elastic thin rod theory of Love (1944), forces sub- diameter of this ‘steel wire’ is equal to diameter of minimum cir-
jected to side strand side wire can be expressed as follows: cumscribed circle of cross section of side strand, and the deforma-
dFn /dx−Fn τ2 + Ft κ2 −X = 0 tion of this ‘steel wire’ is equal to deformation of side strand core
(29) wire. Eq. (36) can be obtained from the knowledge of mechanics
dMn /dx−Mb τ2 + Mt κ2 −Fb −K = 0
of materials.
where Fn , Fb and Ft respectively express normal, binormal and tan-
gential force of side strand side wire, Mn , Mb and Mt respectively Ft = Es A ε
(36)
express normal, binormal and tangential torque of side strand side Mb = Gs J ψ
wire, X expresses normal distributed force externally applied on
where Es and Gs respectively express the equivalent elastic modu-
side strand side wire, K expresses normal distributed torque exter-
lus and equivalent shear modulus of side strand.
nally applied on side strand side wire, x expresses displacement of
Simultaneously Eqs. (34)–(36), Eqs. (37) and (38) can be ob-
side strand side wire.
tained as follows:
That the deformation of wire rope is uniform is assumed af-
ter loading, force and position are irrelevant, and K = 0. Thus, Eq. Es = (d0 /D )2 E0 + m(d/D )2 E sinα −mE (d/D )2
(30) can be derived from Eq. (29).
×(1 − ρ )(1 − γ )[(1 − ρ )(1 − γ )(1 + ν )
X = −Fb τ2 + Ft κ2 +(1 + ξ )2 (ξ − 1 )(1 + ν ) − (1 + ε )(1 − γ ) − (1 + ξ )
2
(30)
Fb = −Mb τ2 + Mt κ2
×(ξ − 1 )](sinα cos4 α )/[16(1 + ξ ) (1 + ν )]
3
(37)
According to the improved constitutive relation of Ramsey
(1988), Mb and Mt can be expressed as follows:
Mb = EI (κ2 + κ2 ξ ) = π E d4 (κ2 + κ2 ξ )/64 Gs = (d0 /D )4 G0 + (d/D )4 aGsin
2
α
(31)
Mt = GJ (τ2 + τ2 ξ ) = π E d4 (τ2 + τ2 ξ )/[64(1 + ν )] +[d /(2D )]bE sinα cos
4 4 2
α − (8d2 /D4 )cEr2 sinα (38)
W. Wu, X. Cao / International Journal of Solids and Structures 102–103 (2016) 21–29 27
Fig. 11. Schematic diagram of force analysis of side strand of wire rope.
where a, b and c are respectively as follows: If the Eq. (38) is extended to the side strand with a plurality of
steel wire layer, equivalent elastic modulus of side strand can be
a = [(1 + ε )(1 − γ ) + (ξ − 1 )(1 + ξ ) ]
2
generally expressed as follows:
×[(1 + ε )sinα + (1 − ρ )(1 − γ )cos2 α ]/[γ (1 + ε ) ]
3
(38–1)
n
Es ≈ (d0 /D )2 E0 + mi (di /D ) Ei sinαi
2
(40)
i=1
b = (1 − ρ )(1 − γ )[(1 − ρ )(1 − γ ) + (ξ − 1 )(1 + ξ ) ]
2 2
Es ≈ (d0 /D )2 E0 + m(d/D )2 E sinα (39) E r ≈ ( d 0 / D ) 2 E s 0 + mi (di /D )2 E si sinαi (41)
i=1
Since ε , ξ , ρ , γ <<1, the main impact of the third term in Eq.
(37) is α . In wire rope, α is usually quite big closing to 90° When where Er expresses equivalent elastic modulus of arbitrary wire
α = 70°, the ratio of the third term and second term in Eq. (37) is rope; d0 expresses diameter of core strand; Es0 expresses equiva-
about 8.6 × 10−4 . Thus it can be seen that the third term has tiny lent elastic modulus of core strand; di expresses diameter of side
impact on the value of Es . And when α is bigger, the computation strand in the ith layer; Es i expresses equivalent elastic modulus of
error of Eq. (39) is smaller. side strand in the ith layer; α i expresses helix angle of side strand
In addition, the equivalent elastic modulus of side strand is cal- center line in ith layer; mi expresses number of side strand in ith
culated by Eq. (39), and the reasons as follow for the error are also layer.
included:
3.4. Tensile deformation and elongation of wire rope
(1) Under the actual load, wire rope will occur inhomogeneous
deformation. It cannot be guaranteed to be equal every- Under the condition of known wire rope structure and mate-
where as assumption, and this phenomenon may be related rial property parameters, equivalent elastic modulus of strand and
to the friction among steel wires; wire rope can be calculated by Eqs. (40) and (41) in turn. Assumed
(2) The actual sections of steel wires in wire rope are not round, that wire rope is subjected to tension F, the deformation ε can be
but similar ellipse. It is also different from the assumption. calculated by F = EAε .
However, the diameter of steel wire is much smaller than
the length of wire rope and helix angle is quite big, so that ε = F /EA (42)
this assumption is reasonable within the allowable range of
where E expresses equivalent elastic modulus of wire rope, A ex-
the error;
presses area calculated by nominal diameter of wire rope.
(3) The friction among steel wires is ignored, but it’s difficult
Suppose the wire rope length is l, the elongation l can be ob-
to estimate the impact on the overall force to what extent.
tained as follows:
Nevertheless, the influence of this part is pretty small in the
condition of good lubrication. l = l ε = F l /EA (43)
28 W. Wu, X. Cao / International Journal of Solids and Structures 102–103 (2016) 21–29
Table 1
Structure parameters of 14–6 ×36WS-IWRC.
Strand layer Strand diameter Strand twist Strand Wire layer Wire Wire twist Wire
/mm angle/° pitch/mm diameter/mm angle/° pitch/mm
application, the effect of this part is very small and almost can be
ignored. In addition, the present model is general and can provide
theoretical foundation for wide application of wire rope.
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